Position in AX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$46,455,906
-$5,285,705 QoQ
Shares Held
477,009
-21.6% QoQ
Ownership
0.839%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#18
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GENEVA CAPITAL MANAGEMENT LLC holds $46,455,906 across 1 Banks - Regional name. AX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
477,009 | $46,455,906 |
All Filings in AX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,455,906 | 477,009 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $51,741,611 | 608,081 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $56,853,451 | 659,859 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $62,499,634 | 738,330 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,221,998 | 739,374 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $44,986,440 | 697,248 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $48,888,014 | 699,900 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $44,551,736 | 708,520 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $40,378,989 | 706,544 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,122,797 | 723,960 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $39,756,607 | 728,143 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,548,298 | 727,636 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,348,595 | 541,293 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $20,021,235 | 542,287 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,526,471 | 955,690 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $32,706,798 | 955,501 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $32,950,379 | 919,118 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $43,126,926 | 929,660 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $52,578,657 | 940,416 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $49,515,558 | 960,721 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $44,837,000 | 966,523 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $46,240,210 | 983,625 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $37,732,923 | 1,005,407 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $22,736,783 | 975,409 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,010,952 | 951,583 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $16,763,922 | 924,651 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||